Fund Details

Category

Small-Cap Core

Portfolio Style

Small-Cap

Expense Ratio

1.50%

Status

Open

Initial Purchase Regular

$2,500

Load Type

Front-End

Front End Load

5.75%

Back End Load

N/A

Investment Policy

The Fund seeks to achieve long-term capital growth. The Fund invests at least 80% of its assets will invest in equity securities of small-capitalization companies with market capitalizations within the range of companies included in the Russell 2000 Index and up to 25% of its assets in foreign securities.

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